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accuracy score 48.6 on MSFT over 22 MSFT calls · 282 days of data · rank 28 of 31 MSFT analysts (top 90.3%) · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 22 directional calls on MSFT by @dividendology on X since Feb 2023: ranked #28 of 31 analysts scored on MSFT by accuracy (as of Nov 11, 2026).
Other assets covered (49)
Relative view by default: fewer than 30 MSFT calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @dividendology to submit corrections.
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Magnificent 7 YTD returns in 2026: 🟢 $AAPL: +25.94% 🟢 $AMZN: +12.34% 🟢 $MSFT: +9.72% 🟢 $NVDA: +0.08% 🔴 $META: -7.57% 🔴 $GOOGL: -9.02% 🔴 $TSLA: -20.35% The Magnificent 7’s average YTD price return is +1.59%.
View original →Since 2025, Alphabet, Amazon and Meta have collectively raised approximately $286 billion through bond sales: • Alphabet: $118 billion • Amazon: $113 billion • Meta: $55 billion The AI wave is being funded heavily by debt issuance. Microsoft had largely stayed out of that borrowing wave- But now even Microsoft is seeking at least $25 billion in its first U.S. investment-grade bond offering since 2017. The AI infrastructure buildout is becoming a major event for the corporate bond market, and investors are increasingly distinguishing between the companies financing it. Just look at how much five-year credit-default-swap spreads have widened, particularly for Oracle and Meta: • Microsoft: 54 basis points • Meta: 116 basis points • Oracle: 275 basis points Those figures correspond to credit-default-swap spreads of roughly 54, 116 and 275 basis points, respectively. Oracle’s protection costs approximately five times as much as Microsoft’s. A lot if this difference (in my opinion) comes down the cash flows these companies are currently producing. In their latest reported quarters, free cash flow was: • Microsoft: +$18.6 billion • Alphabet: −$9.1 billion • Oracle: −$5.0 billion • Meta: −$2.1 billion Microsoft generated $58 billion in operating cash flow, enough to cover $39.4 billion in cash capital expenditures and retain a substantial surplus. But... Alphabet, Oracle, and Meta’s negative quarterly free cash flow means their infrastructure spending exceeded the cash their operations generated during those periods. So the sustained deficits will increase reliance on external financing. If monetization doesn't meet expectations, the hyperscalers still posting positive free cash flow (basically just Microsoft at this point) will have much more flexibility to absorb the shortfall. Microsoft’s proposed deal will again offer another test of how much demand there is for this hyperscaler debt, but it's no surprise the spread won't be as high as their peers. Initial pricing discussions for its longest bond, due in 2066, indicated a spread of up to 135 basis points above comparable Treasuries. As AI spending increasingly relies on debt, the spread we see on the Bonds vs Treasuries will likely continue to expand. How long will this market be okay with negative free cash flow?
View original →Capex as a share of revenue over the last four reported quarters: 📱 $META: 43.2% 💻 $MSFT: 39.2% 🔎 $GOOGL: 33.9% 📦 $AMZN: 26.9% 🚗 $TSLA: 14.8% 🖥️ $NVDA: 2.4% 🍎 $AAPL: 1.8% Meta spends 43 cents of every revenue dollar on capex. Apple spends less than 2 cents.
View original →🚨 Microsoft hit new all-time highs today, adding roughly $274 BILLION in market value. That puts $MSFT on track for its second-biggest one-day market-cap gain ever, behind its $450 billion jump on July 30, 2026. https://t.co/z0SOc7jnAc
View original →$MSFT stock is hitting new all-time highs. Congrats to every who held through the turbulence... And bigger congrats to everyone who added to their position! https://t.co/AzItQBaJlJ
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